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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $172,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,152 | $46,219-0.1% | $89,414-48.4% | $90,274-48.9% |
| Participation rate | 23.7% | 44.9%-21.1pp | 68.0%-44.2pp | 73.4%-49.6pp |
| Annual return | 17.38% | 25.71%-8.3pp | 245.50%-228.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,930 | $2,136-9.7% | $3,890-50.4% | $4,231-54.4% |
| Admin fee / account holder | $111 | $147-24.7% | $4,883-97.7% | $114-3.0% |